Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1
+$76.8M
2
+$74.6M
3
+$70.6M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$68.7M
5
XOM icon
Exxon Mobil
XOM
+$67.8M

Top Sells

1
+$111M
2
+$111M
3
+$71.6M
4
UL icon
Unilever
UL
+$61.6M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$58.8M

Sector Composition

1 Technology 20.01%
2 Industrials 9.72%
3 Healthcare 9.37%
4 Financials 8.21%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155M 0.17%
722,382
+1,490
127
$155M 0.17%
704,412
+1,819
128
$155M 0.17%
3,903,640
-167,897
129
$154M 0.17%
1,996,241
-125,425
130
$153M 0.17%
1,289,533
-4,077
131
$151M 0.17%
1,961,607
+87,739
132
$150M 0.17%
915,842
-20,733
133
$150M 0.17%
1,542,924
+17,705
134
$150M 0.17%
1,544,761
-23,566
135
$150M 0.17%
862,236
+207,483
136
$150M 0.17%
2,134,079
+1,339
137
$147M 0.17%
1,880,434
-76,135
138
$146M 0.16%
3,340,480
-846,300
139
$141M 0.16%
1,539,133
+44,003
140
$138M 0.16%
5,742,716
+239,160
141
$135M 0.15%
559,009
-83,906
142
$135M 0.15%
2,924,181
+160,284
143
$133M 0.15%
1,846,672
+29,344
144
$131M 0.15%
3,017,523
-93,377
145
$131M 0.15%
2,097,069
+54,069
146
$131M 0.15%
165,984
+691
147
$131M 0.15%
563,939
+3,502
148
$130M 0.15%
1,595,043
-440,638
149
$129M 0.15%
3,300,248
-163,196
150
$126M 0.14%
327,779
+51,579
4 5
6
7 8